Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.78K+ 2.48% |
$267K - $283K
|
115K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.76K+ 1.51% |
$266K - $282K
|
186K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.76KNew |
$266K - $281K
|
2.76K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.74K+ 8.14% |
$264K - $279K
|
36.4K
$3.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 3.47% |
$257K - $273K
|
79.7K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.67K+ 9.21% |
$257K - $272K
|
31.6K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.6KNew |
$250K - $265K
|
2.6K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.59KNew |
$249K - $264K
|
2.59K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.57K+ 2.78% |
$247K - $262K
|
94.8K
$9.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.55K+ 4.45% |
$246K - $260K
|
60K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$245K - $260K
|
2.55K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.5KNew |
$241K - $255K
|
2.5K
$244K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.5KNew |
$240K - $255K
|
2.5K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.49K+ 5.74% |
$240K - $254K
|
46K
$4.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.46K+ 1.25% |
$237K - $251K
|
199K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.44K+ 95.88% |
$235K - $249K
|
4.99K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.43KNew |
$234K - $248K
|
2.43K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.42K+ 23.83% |
$233K - $247K
|
12.6K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.35KNew |
$226K - $240K
|
2.35K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.35KNew |
$226K - $240K
|
2.35K
$230K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.33K+ 1554.0% |
$224K - $238K
|
2.48K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.27KNew |
$219K - $232K
|
2.27K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.27K+ 11.56% |
$219K - $232K
|
21.9K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26KNew |
$217K - $230K
|
2.26K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.25KNew |
$216K - $229K
|
2.25K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.22K+ 24.35% |
$213K - $226K
|
11.3K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.21KNew |
$213K - $226K
|
2.21K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.19K+ 1.45% |
$210K - $223K
|
153K
$15M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.17K+ 17.5% |
$209K - $221K
|
14.6K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.15K+ 53.63% |
$207K - $219K
|
6.16K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.15K+ 12.81% |
$207K - $219K
|
18.9K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.14K+ 12.7% |
$205K - $218K
|
18.9K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.13K+ 12.88% |
$205K - $217K
|
18.6K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.11KNew |
$203K - $215K
|
2.11K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.1KNew |
$202K - $214K
|
2.1K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.09K+ 4980.95% |
$201K - $213K
|
2.13K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.09KNew |
$201K - $213K
|
2.09K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.05KNew |
$198K - $209K
|
2.05K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$197K - $209K
|
2.05K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.04KNew |
$196K - $208K
|
2.04K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.03K+ 14.99% |
$195K - $207K
|
15.6K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.01KNew |
$193K - $205K
|
2.01K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.01K+ 15.34% |
$193K - $205K
|
15.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2K+ 8.31% |
$193K - $204K
|
26.1K
$2.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2KNew |
$192K - $203K
|
2K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.98KNew |
$191K - $202K
|
1.98K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.96K+ 0.85% |
$189K - $200K
|
232K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.95K+ 33.16% |
$188K - $199K
|
7.84K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.95K+ 3.8% |
$188K - $199K
|
53.3K
$5.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.95K+ 300.0% |
$188K - $199K
|
2.6K
$254K
|